We kick things off with a focus on wealth management. IK Partners has taken a stake in an Irish investment management and financial planning firm. PE Hub caught up with IK’s Simon May to hear about the firm’s plans to build value, scout for acquisitions and navigate the broader trends pushing Ireland’s wealth management sector forward.
Next, we explore how tariffs are shaking up Europe’s tech sector. Lincoln International’s Harald Mährle and Alvarez & Marsal’s Amir Malik unpack which companies and subsectors stand to benefit from the tariff regime, and which ones might find themselves on the losing end.
To finish, we look at how these macro conditions are shaping the exit climate. HarbourVest’s Carolina Espinal weighs in on the viable exit strategies of today’s market, particularly as IPOs face challenges.
Wealth in motion
IK Partners has agreed to invest in Kestrel Capital, an Irish investment management and financial planning company, alongside its existing shareholders.
Find out in the premium version of the Wire why IK is betting on Kestrel Capital and how it is poised to grow in Ireland’s growing wealth management market, with €1bn in AUM and bolt-on potential.
Operationally resilient
For European tech-focused private equity investors, tariffs have gone from a minor worry to a clear portfolio risk. As trade tensions rise and supply chains tighten, some tech sectors are holding steady while others are facing challenges.
Subscribe to the premium version of the Wire to uncover insights onwhich tech segments are weathering tariffs and recession fears, and where investors are finding resilience.
Check out this story to find out where investment opportunities lie within industrials despite tariff uncertainty.
Subdued outlook
All this macro noise is making exit plans trickier too. Exit activity is likely to remain more muted this year, given the impact of tariff uncertainty, said Carolina Espinal, managing director, HarbourVest, in a statement.
Read the premium version of the Wire to explore how tariff-driven uncertainty is reshaping exit strategies.
And with that, we pivot to this week’s exits across the US and Europe:
That’s it from me. Catch John R Fischer with the US edition in the New York morning and Nina Lindholm will be back with the Europe edition on Monday.
Warmly,
Irien
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